Simplyrich
Assets Under Management
$370.6M
Number of Clients
74
Number of Advisors
2
Average Client AUM
$5.0M
AUM per Advisor
$185.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
SimplyRich offers personalized asset management through continuous client contact, discretionary investment management, and consulting. They work with clients to identify investment goals, risk tolerance, and financial situation to create a portfolio allocation. The firm's investment strategy is primarily long-term focused.
Fee Structure
Asset management fees are charged based on the totality of the client's financial situation, according to one of two fee schedules. Fee Schedule 1 is 0.50% annually on the first $1,000,000 of assets under management, plus 0.20% annually on everything above that amount. Fee Schedule 2 is $3,000 annually plus 0.20% of assets under management. Fees may be negotiable at the discretion of the Advisor. This service is only available to current clients receiving this service.
Areas of Practice
Location
CA, United States